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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,195 | $102,429+35.9% | $147,096-5.4% | $80,925+72.0% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 14.11% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,411 | $3,716-62.0% | $4,936-71.4% | $2,756-48.8% |
| Participant deferral / active EE | $8,729 | $6,649+31.3% | $8,071+8.2% | $4,299+103.1% |
| Admin fee / account holder | $14,870 | $7,957+86.9% | $13,005+14.3% | $6,940+114.3% |